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🧭 Coaching & Consulting

Free Refund and Cancellation Policy Form Template

A plain-language statement of what happens on cancellation or refund, acknowledged clause by clause and signed, before money changes hands.

Clause ticks
Refund path clear
Signed record
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Quick answer

A plain-language statement of what happens on cancellation or refund, acknowledged clause by clause and signed, before money changes hands.

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About this template

Refund disputes are almost never about the policy; they are about whether the client saw it. This confirmation walks the client through each term - notice period, what is refundable, how a paused engagement is handled, and the request path if they want out - with an acknowledgement tick per clause and a typed signature. If a dispute ever happens, both sides are reading the same document.

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Template at a Glance

TemplateRefund and Cancellation Policy Acknowledgement
CategoryCoaching & Consulting
FormatClause-by-clause acknowledgement form with signature record
Time to completeAbout 10 minutes per response
What you getStructured, timestamped responses you can review, export or keep for audit
Best forPackage and programme sellers · Coaches with retainers · Any practice taking deposits
CostFree to copy and customize on FormLM
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Live Preview

Sample form preview (fillable once the app is published).

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Fill it in to see how responses flow.
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What's Included

What you get when you copy this template.

1

Notice and deadline terms

How late a change can be made.

2

Refund scope

What is refundable, what is not and why.

3

Pause and transfer rules

Often the real question behind a cancellation.

4

Request path

Exactly how to cancel, in writing.

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How It Works

Four steps from copy to a usable result.

1

Write the terms plainly

No legalese, no hidden clauses.

2

Client ticks per clause

Not one blanket acceptance.

3

Signature and date

A timestamped record kept on file.

4

Follow the stated path

Refunds handled the way they were agreed.

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Who Is This For

Where this fits in a coaching practice.

1

Package and programme sellers

Fewer arguments about money.

2

Coaches with retainers

Pause and transfer terms on record.

3

Any practice taking deposits

A visible policy before payment.

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Key Features

What makes it work as a professional deliverable.

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Sample Questions Inside

Real items from the template - every field stays editable in your workspace, and responses are archived per submission.

  1. Client name and engagement purchased (text)
  2. Notice period understood (check)
  3. What is refundable and what is not - acknowledged (check)
  4. Pause and transfer rules understood (check)
  5. How to submit a cancellation request - acknowledged (check)
  6. Signature name and date (text + date)
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Frequently Asked Questions

Do coaching practices really need this?
Any practice that takes deposits or sells packages. It settles in advance what a refund request looks like, which is when emotions are cheapest.
Is clause-by-clause better than one tick?
Yes - a blanket "I agree" is weak evidence that anyone read anything.
What if my policy is generous?
Then this form costs nothing and still prevents confusion about pausing and transferring.
Does it replace a contract?
No. It confirms the money terms attached to one.
Can it be sent after purchase?
Better before payment. For existing clients, send it as a policy update and log acceptance.
Is it legally binding?
It is evidence of acknowledgement, not legal advice - have your terms reviewed where consumer law applies.

Run Refund and Cancellation Policy Acknowledgement with your next client

Copy it into your workspace, customize, and share — free to start.